We’re Here For You
Shining Rock Advisors LLC provides personalized financial advice and portfolio management to meet the needs and goals of each individual and family. We are an independent fee-only investment advisory firm registered with the U.S. Securities and Exchange Commission.
The Team
JC Guest
After graduating from Harvard University with honors in English, JC worked in the non-profit field in fundraising coordination and donor relations for Venice Family Clinic, the largest free medical clinic in the United States. Focusing on finance, JC worked in the entertainment industry based in Los Angeles, where she and her husband created several feature-length films. As a producer, JC has taken responsibility for investor relationships, production and post-production budgeting, and distributor negotiations in addition to performing business research analysis for other independent production companies and foreign studios.
JC has worked closely with private Reg D fund sponsors on registration, compliance, investment analysis, and investor communications, including navigation of complex regulatory guidelines regarding Opportunity Zone Funds. In addition to her work in real-estate backed private investments, JC has over a decade of experience managing non-publicly traded assets.
In 2016, JC moved back to her hometown of Asheville with her husband. She enjoys trail running, mountain biking, and exploring the lesser known corners of Pisgah National Forest.
JC holds her Series 65 license.
Sage Barfield
Sage graduated from Western Carolina University with honors, majoring in Accounting and Finance while winning multiple Southern Conference team championships as an All-American pole vaulter. After graduation, she worked in the audit department of Dixon Hughes Goodman, one of the largest public accounting firms in the Southeast, where her clients included non-profits, private businesses, banks and other financial institutions.
After moving to Boston, Sage accepted a challenging position at a real estate investment company, where she developed and ran systems for internal quality control, external project management, investor communications, and financial planning with institutional equity and credit partners. With the accounting and asset management departments, she developed information systems to track private investments, provide performance reporting, and anticipate problems that could lead to adverse situations.
In 2020, Sage and her husband returned to her native Buncombe County with their twins. In her free time, Sage enjoys sipping high quality coffee, composting, gardening and going for long walks with her constant corgi companion.
Sage holds her Series 65 license.